$BLK BlackRock Tape Reports
Per Ticker.id: $BLK BlackRock Tape Reports — 47 podcast mentions across 13 podcasts (30 days), latest 2026-08-21 19:08 UTC.
I mean, it's a practical matter. The numbers have just gotten too big. I mean, the Fed has enabled— I mean, let's take a step back. I mean, over the last 35 years since Greenspan was the boss, the Fed, slowly but surely the Fed has pursued policies that has enabled the reckless spending of the US government. And both parties have done it and the Fed's enabled it. And here we are now. We've got $40 trillion. There's no way the Fed could do anything super aggressive. Because of the consequences, especially when you've got so much of the retirement money all tied up in the Vanguard and BlackRock index funds, right? So now you're going to create— the bond market gets splattered in a big enough way that blows through the passive bid as it approaches the super danger zone that Mike's pointed out between 60% and 65%. So you got that creeping along. Now you've got this private credit garbage that may be about to cause a problem. Via the life insurance company. Maybe they can tamp that down for another little while. So you've got some big problems coming along at a moment in time where the passive bid might get kind of unstable, for lack of a better term. And so the Fed can't be very aggressive without potentially triggering some of these problems. So I don't know how worse is going to play this. I don't know how best is going to play this. I mean, the size of the debt is basically unmanageable. And then they've got to keep these balls in the air. They got to keep the stock market from tanking, which the passive bid helps on a regular basis. But in the next couple of years, a lot of these forces are going to come together at the same time. And there will be trouble. It's not going to be in the next 15 minutes, but you have to be aware of these things. So if you start to see something unravel, you have to know how it can play out, right?
Bill Fleckenstein — Thoughtful Money with Adam Taggart · It's Crunch Time For Bonds | Bill Fleckenstein · 2026-08-23Yeah. Um, let's see, let's use, um, iBit. So this is the, uh, BlackRock, uh, Bitcoin Trust.
Lance Roberts — Thoughtful Money with Adam Taggart · Risk Of A 10% Market Correction Now Uncomfortably High | Lance Roberts · 2026-08-22Because you've got 401s and all these other accounts, even a rollover IRA, you probably can't magically turn every dollar into an identical type of account, but you might be able to dramatically simplify the number of accounts that you're managing. As an example, some of those former employer accounts may be eligible to roll into your current employer's retirement plan, assuming that the plan accepts incoming rollovers. Another possibility is rolling certain accounts into your existing rollover IRA. Here's where I would just slow us down. Don't consolidate just for the satisfaction of having fewer logins. Before you do anything, before you move any money, do an audit and ask yourself, what are the fees on all of the various accounts? What are my investments? Do I have access to low-cost institutional funds in one employer account that I wouldn't necessarily be able to buy elsewhere? Are there any valuable guarantees or plan-specific features? And how easy is the plan to manage? If your current employer's retirement plan, you like it, it's got low fees, good investment choices, an easy UX interface, it could potentially become the hub for all these other accounts that you have dangling. Maybe several of those old accounts roll into your current plan. Now, I wanna talk about the part of your question that I think is totally normal too, which is the fear aspect of this. You mentioned Bernie Madoff. We also know that sometimes banks can go under because of their own poor mismanagement, and it's a psychological reaction, but it's rooted in a lot of truth, right? So if you log into one website and see $1 million sitting under one corporate logo, you might be like, okay, too many eggs in this basket. But here's the distinction I want everyone to understand. Diversifying your investments is not the same thing as diversifying your custodian. So let's say you have half a million at Fidelity. It doesn't necessarily mean you have $500,000 invested in Fidelity. You have, you know, a Vanguard ETF, you have a BlackRock ETF, you have treasury bonds, you have an S&P 500 index fund, bonds, cash. Those securities are the assets, and Fidelity is the institution holding or servicing the account. And reputable regulated brokerages and retirement plan custodians are not.
Farnoosh Torabi — So Money with Farnoosh Torabi · 2025: Ask Farnoosh: Are We in a Housing Bubble? Plus: BNPL Warning Signs, AI Shopping Scams & Should You Consolidate Your 401(k)s? · 2026-08-21I would assume that it has to do with Feynman and just the next generations because that is accretive to their guidance and that's what people want to see, like how are numbers stacking up. Yes, the financing is going to come, but those were the $500 billion amount that I mentioned. That's MOUs and it's not even definitive. We don't even know how much money those 6 financiers— BlackRock, Blackstone, Goldman Sachs— have actually raised at this point. So I think that if anything, Jensen Huang is just going to change the narrative, make sure that we all don't think it's circular financing, that they're going to be at risk down the line, which was the point of this story right now. And more so focused on the actual chips that are going to be going out into the market over the next 3 to 6 months and how that changes their revenue and whether there'll be a more than $3 billion beat, which is the market has come to expect every single quarter now for NVIDIA.
Christina Partizanopoulos — Squawk on the Street · 11AM Hour: Anthropic Investor on Upcoming IPO, Owner of Rare Trading Card & Crypto's Rally 8/21/26 · 2026-08-21People like BlackRock, people like Apollo, they're going to buy the equity tranche and the mezzanine tranches, the high-grade, the high-yield tranches of these things. For their private credit investors. But what it does is it sort of softens it because this whole structure can have multiple data centers contributing collateral, multiple counterparties and all these things. Nvidia isn't facing the same counterparty with its credit guarantee, and so it's attractive to them. But in the end, it's the same thing, which is NVIDIA's building, and many, every company is promising future support without having to finance it off balance sheet. And so, you know, that's normal. Like, this isn't ringing the bell saying this is, you know, Enron about to happen, but you are seeing that it's All of this issuance is creating a little bit of concern, a little bit of indigestion, and these new structures are ways of tapping more demand. And so to me, the signal was pretty simple. NVIDIA is not— is out of capacity to do direct deals, direct circular deals, but still very, very in need of supporting its customer and just had to come up with another way to do it, which to me is a slight negative, but we'll see. You know, NVIDIA reports next week. I'm sure their earnings and their forecast will be through the roof.
Andy Constan — Excess Returns · We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks · 2026-08-20I mean, to me, that's been, you know, the most important touchstone across all of my career and something I try to remind myself of every day sitting in my new role at BlackRock. This is an extraordinary organization filled with people who know their corner of what we do better than anybody else. And if I'm open to that, I can bring things together, connect dots in ways that are going to deliver value for clients and deliver value for the firm.
Mike Pyle — Top Traders Unplugged · ALO38: Why the Old Rules of Diversification Are Changing ft. Mike Pyle · 2026-08-19Welcome back to Trop Traders Unplugged. My name is Alan Dunn, and today I'm delighted to be joined by Mike Pyle. Mike is Deputy Head of BlackRock's Portfolio Management Group, which spans systematic and discretionary investment strategies across liquid asset classes. Mike has been at BlackRock on and off for quite a while. He was previously the firm's Global Chief Investment Strategist, and Earlier in his career, he has spent an extensive amount of time in the US government. From 2022 to 2024, he was the US Deputy National Security Advisor for International Economics. And earlier in his career, he has been Chief Economic Advisor to Vice President Harris, and in the prior administration had been a Special Assistant for Economic Policy to President Obama. Mike, that's a great CV. We're delighted to have you with us. How are you doing?
Alan Dunn — Top Traders Unplugged · ALO38: Why the Old Rules of Diversification Are Changing ft. Mike Pyle · 2026-08-19Good stuff. And obviously you've had that extensive experience in policy and government, which we might touch on briefly later on as well. But I did mention that you were BlackRock's Global Chief Investment Strategist for, I guess, for much of the last decade. I think it was from kind of 2014 to 2020. Now you're back in a different role, and I think it's fair to say we're in a very changed macro environment to the environment that you would've been navigating back then. I mean, from your perspective, how do you characterize that change in the macro regime?
Alan Dunn — Top Traders Unplugged · ALO38: Why the Old Rules of Diversification Are Changing ft. Mike Pyle · 2026-08-19